EdgeCo Holdings announces agreement with Touchstone Retirement Group to join its AmericanTCS business unit as part of the firms national expansion of AmericanTCS’s outsourcing services. The addition of Touchstone Retirement Group’s deep knowledge in fiduciary and administrative services, plan design and recordkeeping solutions are a key component of the deal.

EdgeCo Holdings LP announced that it has closed on its acquisition of NSCC trading workflow automation solution, VMS Hub, from Financeware, the parent company for Vertical Management Systems and a NewSpring Holdings platform company.

NewEdge Capital Group, LLC announced today that Robert J. McCann has joined the firm and will serve as an active Co-Chairman. With four decades of experience, Mr. McCann’s proven track record of executive leadership and delivering organic growth will propel NewEdge Capital Group’s mission of supporting successful advisors in the pursuit of the optimal client experience.

EdgeCo Holdings, LP is pleased to announce the launch of NewEdge Capital Group, the official brand of the firm’s wealth management division. The launch of NewEdge Capital Group brings together several of the wealth management operations EdgeCo has launched or acquired since 2018.

American Trust has signed a definitive agreement to acquire Denver based LT Trust, a national retirement plan provider and recordkeeper. This agreement adds significant talent and technology to American Trust while expanding its operational capabilities for institutional outsourcing and establishing a greater presence in the Midwest and Western U.S.

American Trust Retirement expands its presence in the mid-sized plan market, acquiring Stanley Benefit Services, Inc., an independent employee benefits consulting firm based in Greensboro, NC, specializing in retirement plan administration.

Mid Atlantic is pleased to announce it has finalized a deal with PensionPro, the leader in TPA workflow automation software, to become part of its trust and retirement services division.

The two retirement industry leaders are partnering to provide a customizable retirement plan option for employers of all sizes

Newly-formed RIA firm to expand EdgeCo’s wealth management footprint with a focus on serving ultra-high-net-worth, family office and institutional clients